Oracle HRMS enables you to create as many eligibility profile criteria as you need, in addition to the existing standard eligibility and derived factor criteria, to meet the particular requirements of your organization. You can use these criteria to determine employee eligibility for compensation, benefits, entitlements in collective agreements, personal actions, and so on.

See: User-defined Eligibility Criteria

Use the User Defined Eligibility Criteria window, which you can access from the Participation Eligibility Profiles window, or the Dependent Coverage Eligibility Profiles window, or use the Create Eligibility Criteria page to create your own criteria. The information you can enter differs slightly depending on whether you are creating your criteria from the User Defined Eligibility Criteria window or from the Create Eligibility Criteria page.

On both page and window you can create subcriteria, enabling you to designate two sets of values for a single criteria. On the Create Eligibility Criteria page you can also mandate that the person's timecard override the values stored in the table or returned by the formula attached to the criteria. For more information, see the white paper Setting Up the RBC/OTL/Payroll Integration (My Oracle Support Note ID 369044.1).

   To create your own eligibility criteria:

1. Enter the Name, Short Name, and the Description for the new criteria.

2. Specify if the criteria accept a range of values.

3. Specify the Lookup Type or the Value Set that restrict the valid values for your criteria.

4. To use an existing hierarchy, such as an organization hierarchy or position hierarchy, to define the value for the criteria, select the appropriate hierarchy.

5. Specify a particular person information value as the value for your criteria by selecting the table and column names where this information is available or by using a formula.

   Note: You can specify the table and column names that identify your user-defined criteria values, only if you are using the tables PER_ALL_PEOPLE_F and PER_ALL_ASSIGNMENTS_F for participant eligibility. User defined criteria for dependents can be created for values stored on PER_ALL_PEOPLE_F If you want to use any other table, you must use a formula. To be able to choose the correct values, you must have a basic understanding of the structure of the application tables that hold the required information. For more details on these tables, please refer to Oracle HRMS electronic Technical Reference Manual (eTRM), available on My Oracle Support.

6. To add a second subcriteria, click the Set 2 tab and repeat steps 2-5.

7. Save your work.

   To use these newly created user-defined criteria in your eligibility profiles, in the Participation Eligibility Profiles window, choose the Other tab and select User Defined Criteria from the list. Alternatively, in the Dependent Coverage Eligibility Profiles window, choose the Other tab and select User Defined Criteria from the list.